Jim & Chris’s Retirement Planning Approach and Process Part 2: EDU #2004

January 29, 2020

Jim & Chris’s Retirement Planning Approach and Process Part 2: EDU #2004

This is Part 2 of the show series in which Jim and Chris continue to describe their retirement planning approach and process.  In this episode they recap some of the topics mentioned in Part 1 (the why and philosophy of their approach), and then they start to delve into the how they do what they do....

Listen Now

Tax-Planning Windows, Bucketing, and Variable Annuities: Q&A #2004

January 25, 2020

Tax-Planning Windows, Bucketing, and Variable Annuities: Q&A #2004

With just three questions today, Jim and Chris discuss tax-planning windows, bucketing, and variable annuities. (6:06) Georgette from Georgia asks how she can place herself in the best position for the tax-planning window. (23:40) A Californian would like to know how Jim’s implementation of bucketing is different from plain asset allocation. (44:00) Another financial planner reaches out to...

Listen Now

Jim & Chris’s Retirement Planning Approach and Process Part 1: EDU #2003

January 22, 2020

Jim & Chris’s Retirement Planning Approach and Process Part 1: EDU #2003

This is the first of several shows describing Jim & Chris’s retirement planning approach and process.  On this episode they talk about their backgrounds and how they got into retirement planning, as well as the key events in their lives that lead them to the philosophy behind their approach....

Listen Now

Social Security Benefits, SECURE Act, Backdoor Roth Conversions, and More: Q&A #2003

January 18, 2020

Social Security Benefits, SECURE Act, Backdoor Roth Conversions, and More: Q&A #2003

Jim and Chris answer 7 questions today in this episode, with topics ranging from social security benefits to the SECURE Act, to backdoor Roth conversions and more! (2:40) LIVE CALLER! A gentleman from West Virginia asks a question about child Social Security benefits. (14:00) LIVE CALLER! A gentleman calls in from New Jersey to talk about the SECURE Act and a private pension. (33:20) A listener...

Listen Now

Alternatives to the Stretch IRA: EDU #2002

January 15, 2020

Alternatives to the Stretch IRA: EDU #2002

Today Jim and Chris discuss the “work-arounds,” or alternatives to the Stretch IRA.  In past shows they’ve talked about the death of the Stretch IRA, and in particular with this episode they’ll dive into the new beneficiary category: the eligible designated beneficiary....

Listen Now

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.